Edward Jones-Financial Advisor: Rachel M. Eckard

Edward Jones-Financial Advisor: Rachel M. Eckard Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My two branch office administrators, Mariesa Wetzel, Dawn Barnett, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office.
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How often are your employees receiving financial education to help them save for retirement and other goals?
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How often are your employees receiving financial education to help them save for retirement and other goals?

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take ...
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Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take these factors into consideration.

Choosing a trustee or executor? 6 key questions to askwww.edwardjones.com/us-en

Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial ha...
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Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial habits needed for your financial fitness.

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve...
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If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve got a good foundation to help you withstand a down market.

Strategies for every stage

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order i...
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While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

Financial planning allows me to take a comprehensive look at my client's entire financial picture, dive deeper into area...
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Financial planning allows me to take a comprehensive look at my client's entire financial picture, dive deeper into areas of opportunity and create a plan tailored to their unique goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

While it may seem like a huge endeavor to pay off your debt while still saving for the future, it doesn’t have to be. Le...
04/16/2026

While it may seem like a huge endeavor to pay off your debt while still saving for the future, it doesn’t have to be. Let's put together a plan based on your unique situation.

How to pay off debt while still setting yourself up for the future

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that ca...
04/14/2026

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

Health care is one of the biggest expenses in retirement. And while Medicare may cover a large part of traditional medic...
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Health care is one of the biggest expenses in retirement. And while Medicare may cover a large part of traditional medical expenses, it generally doesn’t cover expenses related to long-term care. Here are some tips to help you start planning for long-term care.

Plan for long-term care costs before you’ll need them

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here ar...
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If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here are five tips to help you deal with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

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89343

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